Gradient Investments LLC Portfolio Holdings

Gradient Investments LLC

  • $4.99 Billion
  • Q4 2025

Gradient Investments LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $4.99 Billion distributed in 343 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $319M, Microsoft Corp with a value of $152M, Nvidia Corp with a value of $144M, Amazon Com Inc with a value of $143M, and Apple Inc. with a value of $136M.

Examining the 13F form we can see an increase of $304M in the current position value, from $4.68B to 4.99B.

Below you can find more details about Gradient Investments LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.99 Billion
ETFs: $1.9 Billion
Technology: $812 Million
Financial Services: $431 Million
Healthcare: $354 Million
Consumer Cyclical: $311 Million
Communication Services: $258 Million
Industrials: $249 Million
Consumer Defensive: $235 Million
Other: $345 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$319 Million 6.4% of portfolio
4,039,470
Q4 2025 Added 7.73%
$0
$109 Million 2.19% of portfolio
1,362,051
Q4 2025 Added 3.65%
$0
$102 Million 2.04% of portfolio
2,227,206
Q4 2025 Added 4.13%
$0
$96.6 Million 1.94% of portfolio
3,743,769
Q4 2025 Reduced 2.37%
$0
$95.7 Million 1.92% of portfolio
2,185,934
Q4 2025 Added 2.69%
$11.9B
$89.1 Million 1.79% of portfolio
1,101,614
Q4 2025 Added 10.96%
$0
$89.1 Million 1.79% of portfolio
2,201,985
Q4 2025 Added 2.98%
$0
$85.8 Million 1.72% of portfolio
1,105,369
Q4 2025 Added 3.24%
$0
$70.9 Million 1.42% of portfolio
1,409,616
Q4 2025 Reduced 1.99%
$0
$68.2 Million 1.37% of portfolio
673,735
Q4 2025 Added 7.87%
$0
$66.2 Million 1.33% of portfolio
264,052
Q4 2025 Added 3.3%
$0
$63.6 Million 1.28% of portfolio
1,257,023
Q4 2025 Added 7.96%
$0
$44.9 Million 0.9% of portfolio
856,963
Q4 2025 Added 4.36%
$0
$40.4 Million 0.81% of portfolio
1,076,998
Q4 2025 Reduced 2.16%
$0
$39.3 Million 0.79% of portfolio
428,794
Q4 2025 Added 17.09%
$0
$38.8 Million 0.78% of portfolio
721,667
Q4 2025 Added 4.24%
$0
$36.8 Million 0.74% of portfolio
1,274,860
Q4 2025 Added 4.62%
$0
$32.8 Million 0.66% of portfolio
1,928,427
Q4 2025 Added 22.86%
$0
$32.6 Million 0.65% of portfolio
298,812
Q4 2025 Added 57.85%
$0
$29.8 Million 0.6% of portfolio
278,687
Q4 2025 Added 42.18%
$0
$29.3 Million 0.59% of portfolio
190,317
Q4 2025 Added 14.91%
$0
$29.3 Million 0.59% of portfolio
489,567
Q4 2025 Added 14.67%
$0
$22.3 Million 0.45% of portfolio
458,127
Q4 2025 Added 2.43%
$2.36B
$22.3 Million 0.45% of portfolio
462,030
Q4 2025 Added 14.89%
$0
$21.3 Million 0.43% of portfolio
279,217
Q4 2025 Added 13.63%
$0
$20.2 Million 0.4% of portfolio
752,071
Q4 2025 Added 4.53%
$0
$18.3 Million 0.37% of portfolio
27,130
Q4 2025 Added 7.03%
$0
$17.8 Million 0.36% of portfolio
325,963
Q4 2025 Added 4.57%
$0
$17 Million 0.34% of portfolio
582,225
Q4 2025 Added 4.31%
$0
$14.2 Million 0.28% of portfolio
267,392
Q4 2025 Added 0.76%
$0
$13.1 Million 0.26% of portfolio
248,605
Q4 2025 Added 4.29%
$230M
$12.3 Million 0.25% of portfolio
95,808
Q4 2025 Added 21.07%
$0
$12.5 Million 0.25% of portfolio
424,454
Q4 2025 Added 2.55%
$0
$11.7 Million 0.23% of portfolio
96,136
Q4 2025 Added 0.67%
$0
$10.6 Million 0.21% of portfolio
208,967
Q4 2025 Added 43.36%
$0
$9.69 Million 0.19% of portfolio
16,060
Q4 2025 Added 22.53%
$0
$8.25 Million 0.17% of portfolio
310,835
Q4 2025 Added 6.72%
$0
$7.36 Million 0.15% of portfolio
706,782
Q4 2025 Added 1.84%
$0
$7.67 Million 0.15% of portfolio
419,397
Q4 2025 Added 1.3%
$0
$7.57 Million 0.15% of portfolio
149,904
Q4 2025 Added 1.93%
$0
$7.44 Million 0.15% of portfolio
549,196
Q4 2025 Added 2.14%
$0
$6.36 Million 0.13% of portfolio
87,255
Q4 2025 Reduced 3.19%
$0
$6.15 Million 0.12% of portfolio
109,289
Q4 2025 Added 57.36%
$65.3B
$5.68 Million 0.11% of portfolio
73,744
Q4 2025 Added 0.29%
$0
$5.55 Million 0.11% of portfolio
43,751
Q4 2025 Added 5.91%
$0
$3.79 Million 0.08% of portfolio
168,583
Q4 2025 Added 275.58%
$0
$3.92 Million 0.08% of portfolio
171,021
Q4 2025 Reduced 5.38%
$0
$3.7 Million 0.07% of portfolio
56,992
Q4 2025 Added 5.12%
$0
$3.28 Million 0.07% of portfolio
74,108
Q4 2025 Added 7.16%

Summary

  • Portfolio
  • No. of Stocks 343
  • Current Value $4.99 Billion
  • Prior Value $4.68 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 08, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 21 stocks
  • Additional Purchases 216 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 stocks
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